Most people who are paying attention to global markets are talking about commodities. And rightfully so: After the initial bounce-back following the 2008 commodity market crash, commodities are starting to rise again. On a rolling 12-month basis, the Reuters/Jefferies Commodity Index is up about 20-30%, and the Dow Jones UBS Commodity Index is likewise up over 20% on a rolling 12-month basis. So what's going on?
Lagging Long Yields
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